Portfolio Mangement

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Portfolio Mangement

Portfolio management refers to the process of managing a collection of investments, known as a portfolio, with the goal of achieving specific financial objectives while considering the investor's risk tolerance and time horizon. The main purpose of portfolio management is to maximize returns while minimizing risk.

Portfolio management can be carried out by individual investors, financial advisors, wealth management firms, and institutional investors. The approach to portfolio management can vary widely based on investment philosophy, strategy, and the specific goals of the investor. It's important to note that successful portfolio management requires ongoing research, analysis, and adjustment in response to changing market conditions and an investor's evolving needs.

  • Diversification

  • Risk and Return

  • Asset Allocation

  • Rebalancing

  • Active vs. Passive Management

  • Investment Selection

  • Performance Monitoring

  • Long-Term Perspective